PIWA

Prevail Innovative Wealth Advisors’s Paylocity PCTY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,721	Closed	-$1.28M	–	195
2024 Q2	$1.28M	Buy	+9,721	New	+$1.28M	0.45%	80
2023 Q3	–	Sell	-7,976	Closed	-$1.47M	–	146
2023 Q2	$1.47M	Buy	+7,976	New	+$1.47M	0.81%	42